Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.